Insights

Impact aligned cash CNote specializes in directing corporate cash and fixed-income investments to community banks, CDFIs, MDIs, and other mission-driven institutions, presenting a compelling fit for sales conversations with companies pursuing ESG and community impact objectives.

Climate finance expansion The Climate Cash offering enables clients to support climate initiatives (clean energy, energy efficiency, EV loans) through insured deposits, creating a strong upsell opportunity for firms aiming to bolster their sustainability credentials.

Trusted enterprise clients With adoption by major brands such as Apple, Mastercard, Nike, PayPal, and Block, there is a proven track record to accelerate conversations with large corporations seeking aligned cash management solutions and reputational benefits.

Public benefit credentials As a public benefit corporation and Certified B Corporation, CNote can be positioned to compliant, value-aligned financial partnerships, appealing to institutions and funds prioritizing governance, impact reporting, and social responsibility.

Partnership and funding signals Recent partnerships (Optus Bank) and a history of Series A funding plus a multi-product suite (Promise Account, Wisdom Fund) indicate growth momentum and potential for cross-sell opportunities across cash management, fixed income, and impact-focused investment products.

Similar companies to CNote

CNote Tech Stack

CNote uses 8 technology products and services including Hotjar, Linkedin Insight Tag, Adobe Creative Cloud, and more. Explore CNote's tech stack below.

Media & News

CNote's Email Address Formats

CNote uses at least 3 email formats:
CNote Email FormatsExamplePercentage
First@mycnote.comJohn@mycnote.com
90%
Last@mycnote.comDoe@mycnote.com
8%
FirLast@mycnote.comJohDoe@mycnote.com
2%

Frequently Asked Questions

What is CNote's phone number?

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You can contact CNote's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CNote's official website and social media links?

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CNote's official website is mycnote.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does CNote generate?

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As of October 2026, CNote's annual revenue is estimated to be $10M - $25M.

What is CNote's NAICS code?

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CNote's NAICS code is 52 - Finance and Insurance.

How many employees does CNote have currently?

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As of October 2026, CNote has approximately 29 employees across 3 continents, including North America, Africa and Asia. Key team members include Chief Executive Officer: C. B., Vice President Of Partnerships: T. V. and Co-Founder & Coo: Y. T. Explore CNote's employee directory with LeadIQ.

What industry does CNote belong to?

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CNote operates in the Financial Services industry.

What technology does CNote use?

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CNote's tech stack includes Hotjar, Linkedin Insight Tag, Adobe Creative Cloud, Amazon Web Services, Redis, Figma, Google Workspace and Intercom.

What is CNote's email format?

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CNote's email format typically follows the pattern of First@mycnote.com. Find more CNote email formats with LeadIQ.

How much funding has CNote raised to date?

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As of October 2026, CNote has raised $26M in funding. The last funding round occurred on Oct 19, 2022 for $7.3M.

When was CNote founded?

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CNote was founded in 2016.
CNote logo

CNote

Financial ServicesCalifornia, United States11-50 Employees

CNote operates an AI-powered cash management platform that mobilizes capital within the community finance sector to deliver competitive returns and enhanced liquidity for corporations, foundations, and individuals, while supporting community development. By directing deposits to minority depository institutions, CDFIs, and other impact lenders, the platform aims to provide investment returns similar to traditional products alongside social impact. 

Based in Oakland, California, CNote was founded in 2016 by Catherine Berman and Yuliya Tarasava and is a Certified B Corporation and GIIRS rated. The platform is used by large corporate clients including Apple, Mastercard, Patagonia, PayPal, and Netflix, while individuals can invest through the platform to support impact finance. In April 2024, CNote launched Climate Cash, a solution that enables clients to address climate change through insured deposit accounts.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $26M

    CNote has raised a total of $26M of funding over 9 rounds. Their latest funding round was raised on Oct 19, 2022 in the amount of $7.3M as a Series A.

  • $10M - $25M

    CNote's revenue is estimated to be in the range of $10M - $25M

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